Kingswood Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.16M Buy
30,943
+7,091
+30% +$512K 0.1% 222
2025
Q4
$1.6M Sell
23,852
-349
-1% -$23.4K 0.08% 254
2025
Q3
$1.6M Buy
24,201
+2,315
+11% +$144K 0.1% 215
2025
Q2
$1.31M Buy
21,886
+4,429
+25% +$247K 0.1% 210
2025
Q1
$942K Buy
17,457
+1,044
+6% +$56.2K 0.09% 257
2024
Q4
$857K Sell
16,413
-114
-0.7% -$6.31K 0.06% 309
2024
Q3
$949K Buy
16,527
+5,627
+52% +$305K 0.07% 306
2024
Q2
$583K Buy
10,900
+1,038
+11% +$54.7K 0.05% 352
2024
Q1
$509K Sell
9,862
-1,015
-9% -$50.8K 0.06% 342
2023
Q4
$550K Buy
10,877
+768
+8% +$37.2K 0.06% 322
2023
Q3
$481K Buy
+10,109
New +$500K 0.08% 253

Other funds holding IEMG

Kingswood Wealth Advisors's IEMG Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 30% in Q1 2026, buying an estimated $512K and bringing the position to 30,943 shares worth $2.16M. The position accounts for 0.1% of the portfolio, ranked #222.

Kingswood Wealth Advisors first reported a position in IEMG in Q3 2023 and has held it in 11 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Kingswood Wealth Advisors held 30,943 shares of iShares Core MSCI Emerging Markets ETF worth $2.16M as of Q1 2026.
  • Kingswood Wealth Advisors bought 7,091 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $512K.
  • iShares Core MSCI Emerging Markets ETF made up 0.1% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #222 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.